Strategic Investment Solutions, Inc.

Strategic Investment Solutions, Inc. (CRD# 143128) is a financial advisory firm headquartered in Orland Park, IL. They manage $420,000,000 in 2,200 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    420
    MILLION
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $190,909
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, TX

Financial Advisors at Strategic Investment Solutions, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Robert M. Byrns
CRD#: 2008961
9501 W 144th Place, Orland Park, IL 60462
96
Wealthminder
score

Robert Byrns (CRD# 2008961) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 26 years of experience in the finance industry. Robert Byrns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Douglas J. Stepansky
CRD#: 4063040
9501 W 144th Place, Orland Park, IL 60462
96
Wealthminder
score

Douglas Stepansky (CRD# 4063040) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 18 years of experience in the finance industry. Douglas Stepansky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Colin T. Kelly
CRD#: 2656700
9501 W 144th Place, Orland Park, IL 60462
93
Wealthminder
score

Colin Kelly (CRD# 2656700) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 22 years of experience in the finance industry.

4
Frank J. Pavlica
CRD#: 1429378
9501 W 144th Place, Orland Park, IL 60462
93
Wealthminder
score

Frank Pavlica (CRD# 1429378) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 32 years of experience in the finance industry.

5
Ayman Saidi
CRD#: 6115388
9501 W 144th Place, Orland Park, IL 60462
90
Wealthminder
score

Ayman Saidi (CRD# 6115388) is an Investment Advisor Representative working at Strategic Investment Solutions, Inc. in Orland Park, IL and has over 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.